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Home / Former Employees, Retirees, and Dependents / Retirement and Pension / Retirement Forms

Retirement Forms

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View PDF Document type: PDF

Carleton University Retirement Plan – Termination Election

68 KB

Used by terminating employees to elect an option for their retirement assets.

View PDF Document type: PDF

Locked-In Transfer Agreement

53 KB

Used when transferring out of the Carleton University Retirement Plan to a LIRA. Contact a Pension Officer for more info. Note: Transfers are only applicable prior to your Normal Retirement Date.

View PDF Document type: PDF

Pension Beneficiary Form

87 KB

Update/change your Pension Beneficiaries. Contact a Pension Officer if you require assistance.

View PDF Document type: PDF

RPP Transfer Agreement

128 KB

For transferring out of the Carleton University Retirement Plan to a new employer. Contact a Pension Officer for more info. Note: Transfers are only applicable prior to your Normal Retirement Date.

View PDF Document type: PDF

Spousal consent to a transfer to a Life Income Fund (LIF)

47 KB

View PDF Document type: PDF

Spousal Pension Adjustment

118 KB

View PDF Document type: PDF

T2151 – Direct Transfer of a Single Amount under Subsection 147(19) or Section 147.3

361 KB

Government document to transfer out your Carleton University Retirement Plan. Note: Transfers are only applicable prior to your Normal Retirement Date. Return to Pension Services when complete.

View PDF Document type: PDF

TD1 – Federal Tax Form

148 KB

View PDF Document type: PDF

TD1ON – Provincial Tax Form

192 KB

View PDF Document type: PDF

U.S. Direct Deposit Request Form

78 KB

Direct deposit for US Residents.

View PDF Document type: PDF

Waiver of Joint & Survivor Pension

107 KB

Your spouse fills this form out if they choose to waive their joint & survivor pension benefits. Return to Pension Services when complete.

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  • Perks of Working at Carleton
    • University Holidays
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    • Healthy Workplace
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  • CU Life
    • Campus Sustainability
    • Campus Safety
      • Workplace Violence and Harassment
  • New Employees
    • New Continuing and Term Employees
    • New Casual Employees
      • Submitting Hours
      • Graduate Research Job Requisition System
    • Get to Know Campus
    • Upcoming Pay Dates
  • Former Employees, Retirees, and Dependents
    • Retirement and Pension
      • Retirement Forms
      • Retirement and Pension News
    • T4
    • Record of Employment
    • Letter of Employment
    • Dependent Information
    • Benefit Claim Forms
  • Labour Relations
    • Academic Staff Agreements
    • Employee Agreements
    • Collective Bargaining Updates CUPE 2424
  • FAQ
    • General FAQ
    • New Employee FAQ
      • New Continuing and Term Employee FAQ
      • New Casual Employee FAQ
      • TD1 FAQ
    • Former Employee FAQ
    • Employee Dependent FAQ
  • News
  • Contact Us